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Rothschild Investment LLC’s Xcel Energy XEL Stock Holding History

Rothschild Investment LLC’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$111K Buy
1,379
+722
+110% +$57.6K ﹤0.01% 1019
2026
Q1 		$52.2K Buy
657
+86
+15% +$6.75K ﹤0.01% 1103
2025
Q4 		$42.2K Sell
571
-89
-13% -$7.02K ﹤0.01% 1077
2025
Q3 		$53.2K Buy
660
+205
+45% +$14.8K ﹤0.01% 971
2025
Q2 		$31K Sell
455
-101
-18% -$7K ﹤0.01% 902
2025
Q1 		$39.4K Sell
556
-175
-24% -$11.9K ﹤0.01% 840
2024
Q4 		$49.4K Buy
731
+151
+26% +$10.1K ﹤0.01% 781
2024
Q3 		$37.9K Sell
580
-105
-15% -$6.23K ﹤0.01% 847
2024
Q2 		$36.6K Sell
685
-43
-6% -$2.34K ﹤0.01% 827
2024
Q1 		$39.1K Buy
728
+140
+24% +$7.99K ﹤0.01% 784
2023
Q4 		$36.4K Buy
+588
New +$35.3K ﹤0.01% 724

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Rothschild Investment LLC's XEL Position: Q2 2026 in Review

Rothschild Investment LLC increased its Xcel Energy (XEL) stake by 110% in Q2 2026, buying an estimated $57.6K and bringing the position to 1,379 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

Rothschild Investment LLC first reported a position in XEL in Q4 2023 and has held it in 11 quarters since. 745 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Rothschild Investment LLC held 1,379 shares of Xcel Energy worth $111K as of Q2 2026.
  • Rothschild Investment LLC bought 722 Xcel Energy shares in Q2 2026, an estimated $57.6K.
  • Xcel Energy made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1019 holding.
  • Rothschild Investment LLC first reported a position in Xcel Energy in Q4 2023 and has held it in 11 quarters since.
  • 745 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.